Install & configure Project Financials
Module requirements
Project Financials requires a number of standard NetSuite features. Enable these via Setup > Company > Enable Features before installation.
Accounting tab:
- Accounting (basic)
Transactions tab:
- Estimates
- Sales Orders
- Custom Transactions
Items & Inventory tab:
- Multiple Units of Measure
Employees tab:
- Time Tracking
- Expense Reports
Lists tab:
- Projects (also called "Jobs" in older NetSuite UI)
SuiteCloud tab:
- SuiteBuilder → Custom Records, Advanced PDF/HTML Templates
- SuiteScript → Client SuiteScript, Server SuiteScript
- SuiteFlow → SuiteFlow
- SuiteGL → Custom GL Lines, Custom Segments
- Manage Authentication → Token-based Authentication
CRM tab:
- CRM (basic)
OneWorld
If your account uses subsidiaries, also enable Subsidiaries. Multi-currency support requires Multiple Currencies under the Company tab.
SuiteApp prerequisites
In addition to NetSuite features, two FullClarity SuiteApps must be installed before Project Financials:
- FullClarity Code Library — shared foundation for all FullClarity apps. Provides the TreeGrid worksheets, transaction-classification model, permission framework and subsidiary mirroring.
- FullClarity Portal — required for the Connect integration, customer claim portal, vendor bid requests, S3 file storage and any external-access feature. See Portal install & registration.
Install order
Install in this order: Portal → Code Library → Project Financials. Skipping Portal causes external-access features (Connect, customer claims, vendor quotes) to fail silently.
The following SuiteApps are optional and add capabilities to Project Financials when installed:
| SuiteApp | What it adds |
|---|---|
| File Storage | Document attachments on projects, estimates and claims |
| Timeline (Gantt) | Project scheduling linked to estimate tasks |
| Certified Documents | Insurance and compliance document tracking per project |
| Retainage | AR / AP retention withholding and claims |
| Procore Integration | Project sync with Procore |
Install the SuiteApp
The SuiteApp is installed via the NetSuite SuiteApp Control Center. The deployment installs all files and custom objects.
Walkthrough coming
A step-by-step Scribe walkthrough for installing the Project Financials SuiteApp is being recorded. Track its status in the Scribe register (internal).
Initial data requirements
After installation, populate these records in the following order before using the app:
- Configuration record — see Configuration records below
- Billing stages — FullClarity > Project Financials > Billing Stages > New (one set per default billing type you use)
- Cost centres — see Manage cost centres
- Default sales items — standard NetSuite items used as the default revenue item for new projects; created via Lists > Accounting > Items > New
Configuration records
A configuration record is required for Project Financials to function. If your account has multiple subsidiaries, create one configuration record per subsidiary.
To create a configuration record: FullClarity > Project Financials > Configuration > New.
Key fields:
| Field | Description |
|---|---|
| Subsidiary | The subsidiary the configuration applies to. Single-subsidiary accounts: select "Parent". |
| Default Billing Type | Billing type populated by default when a project is created (Stage / Progress / Internal / T&M / Drawdown / Inventory / T&M Cost Type / Capital) |
| Markup Percent | Default markup percentage applied to new projects |
| Default Quote Email Template | Email template used when requesting a quotation from a vendor |
| Default Cost Centre Set | Cost centre structure used for new projects on this subsidiary |
Defaults
Default for new projects is typically: Billing Type = Progress, Markup = 25%, Cost Centre Set = Master. Override per project as needed.
Permissions
Permissions rewrite pending
The Project Financials permissions model has been updated. The detailed permissions reference is being rewritten and will land in the next phase of documentation. In the meantime, install the SuiteApp and assign the standard FullClarity Project Financials roles shipped with the SuiteApp to your users.
Verify your installation
After installation and configuration, verify by:
- Navigating to FullClarity > Project Financials — the menu should appear
- Opening a project record — the FullClarity Project Financials subtab should be visible
- Following the Quick start to set up your first project
Troubleshooting
- Menu doesn't appear: confirm you have an active role with FullClarity Project Financials access
- Configuration error on project save: confirm a configuration record exists for the project's subsidiary
- Portal registration error: complete Portal registration before installing Project Financials
- Custom Transactions missing: check Setup > Company > Enable Features > SuiteCloud > Custom Transactions is enabled
- TreeGrid worksheets don't load: the Code Library SuiteApp serves the TreeGrid runtime; confirm Code Library is installed and at the version Project Financials requires
For other issues, email support@fullclarity.com.